DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from The Kelly Group
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Patrick Henninger | The Kelly Group independent RIA | Q3 Advisors, LLC no RAUM | Other | Dec 2, 2025 | Mar 9, 2026 (97 d) |
| Amir Donte Dreams | The Kelly Group independent RIA | Greenspring Advisors, LLC mixed wealth | RIA to RIA | Oct 4, 2023 | Sep 25, 2023 |
| Amanda Marie Eimers | The Kelly Group independent RIA | Town Capital independent RIA | RIA to RIA | Jan 3, 2022 | May 24, 2024 (872 d) |
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3 moves match.